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  • FinGuide Interview in “Finanz und Wirtschaft”

    08.08.2020

    “Finanz und Wirtschaft” interviews a representative of the Swiss economy in his favorite café. Today it was Matthias Hunn’s turn, the founder of FinGuide. The interview focuses on Swiss private banking, FinGuide’s offering, but also the motivation for founding the company. Read the full interview with Matthias Hunn on the Finanz und Wirtschaft website in German….

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  • Closure of a Private Bank: What Happens to Clients?

    12.05.2020

    Falcon Private Bank will surrender its banking license and cease its business activities. Negotiations on the sale of clients to a Swiss private bank are at an advanced stage, according to a press release dated 11 May 2020. We’ve seen it time and time again: Merrill Lynch sold some of its clients to Julius Baer,…

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  • FinGuide on finews first

    18.10.2019

    Over the past 10 years, the online portal finews has established itself as a meeting place for the financial world and a trustworthy source of information. The “finews first” section was created in December 2015. Here, authors express their fundamental thoughts on the world of finance. Now the founder of FinGuide has also been invited…

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  • Guest Article in NZZ

    12.09.2019

    The founder of FinGuide was invited to write an article for the “Wealth Management” supplement of today’s NZZ. The article highlights the lack of transparency in Swiss private banking. Why are customers dissatisfied and want to switch providers? What information about private banking providers is publicly available? How do you make an informed decision about…

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  • Hidden Costs in Swiss Private Banking

    03.07.2019

    In Swiss private banking, costs are not talked about and are certainly not publicized. Clients only receive more detailed information when they request for an initial consultation and explicitly ask about costs. But the “official” fees usually don’t include all the costs which reduces the customer’s net return. In this article, we will cover the…

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  • FinGuide in the NZZ

    06.03.2019

    Today, leading Swiss newspaper NZZ reports on the lack of transparency in private banking and the difficulties for investors who want to make an informed decision about which provider to choose. The author Michael Schäfer sums it up nicely: “Anyone who has accumulated a certain amount of wealth and simply entrusts it to their house…

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  • Interview on firstfive

    25.01.2019

    We have already pointed out on our website that FinGuide represents the controlling and ranking institute firstfive in Switzerland. firstfive checks the accuracy of reported returns or risk/return ratios and thus ensures that clients of the providers reviewed can rely on the reported figures. Banks and independent wealth managers who have their performance reviewed by…

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  • Should I Split My Assets Between Wealth Managers?

    25.10.2018

    What is the minimum amount that justifies splitting your investments between two or more providers? Here we discuss the topic with a few fundamental thoughts.

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  • Media Coverage on Partnership with firstfive

    06.09.2018

    The partnership with the German company firstfive AG has been well received by the media. firstfive offers banks and independent wealth managers the opportunity to have their performances reviewed externally. This increases the credibility of the reported figures, especially returns, for potential new clients. firstfive and FinGuide go one step further: the returns of the…

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  • Performance Measurement with firstfive

    05.09.2018

    FinGuide has entered into a partnership with the German company firstfive AG. firstfive offers banks and independent wealth managers the opportunity to externally verify and evaluate their performance.

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  • Costs or Return? Which Is More Important?

    09.07.2018

    There is a trend towards more cost towards more cost awareness in Swiss private banking. Robo-advisors are challenging the incumbents with lower prices. As an independent expert, FinGuide has data on costs and returns. Here we discuss the impact of the two looking at a real-life example.

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  • How Much Does Private Banking Actually Cost?

    31.05.2018

    We keep this article up to date.  The last update is from the year 2023.   Private banking providers are considered secretive and discreet. In fact, they are so secretive that it is almost impossible for non-customers to find out what private banking services cost. Banks that do not have their roots in private banking,…

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  • FinGuide Shakes-Up Private Banking

    27.04.2018

    Bad providers will only disappear from the market if customers switch from bad to good providers. Moneycab.ch reports on the poorly performing market in Swiss private banking, which is due to a lack of transparency and a low willingness to switch. FinGuide wants to change this and supports private banking customers in their search for…

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  • Are You Satisfied With the Performance?

    31.01.2018

    At the beginning of each year, we receive our portfolio statements, which show us how our investments have performed. Most of us take note of the values and leave it at that. But haven’t you ever wondered whether the returns you have achieved are really good? Whether and how you could have achieved a higher…

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  • Investing: What Should I Look Out For?

    12.01.2018

    Have you already spent a lot of time trying to get a product such as a vacuum cleaner as cheaply as possible? If you are successful, you might save 50 francs through thorough research and be happy about it. Do you also make the same effort when investing money? And aren’t the amounts involved much…

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